WPA

Wealth Preservation Advisors Portfolio holdings

AUM $172M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.8M
3
+$10.1M
4
MSFT icon
Microsoft
MSFT
+$9.09M
5
UBER icon
Uber
UBER
+$8.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.3%
2 Financials 15.39%
3 Communication Services 14.73%
4 Consumer Discretionary 13.42%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.8K 0.01%
+154
302
$10.7K 0.01%
+968
303
$10.6K 0.01%
+40
304
$10.4K 0.01%
+1,520
305
$10.2K 0.01%
+250
306
$10.1K 0.01%
+44
307
$10K 0.01%
+307
308
$9.99K 0.01%
+77
309
$9.88K 0.01%
+75
310
$9.74K 0.01%
+436
311
$9.6K 0.01%
+160
312
$9.43K 0.01%
+500
313
$8.99K 0.01%
+65
314
$8.93K 0.01%
+162
315
$8.43K 0.01%
+97
316
$8.27K 0.01%
+1,500
317
$8.17K 0.01%
+965
318
$8.15K 0.01%
+10
319
$8.13K 0.01%
+122
320
$8.11K 0.01%
+23
321
$8.08K 0.01%
+223
322
$7.98K 0.01%
+125
323
$7.85K 0.01%
+116
324
$7.83K 0.01%
+36
325
$7.7K 0.01%
+70
11 12
13
14 15